Portfolio Management
Portfolio Management Tools Suited for All Investors:
- FundSource — Diversified portfolio of mutual funds using no-load and load-waived funds providing the “best of the best” of national mutual fund managers tailored to your risk/return objectives.
- The Masters Program — Own individual stocks and bonds in your portfolio managed by an institutional portfolio strategist.
- Diversified Managed Allocations (DMA) — Multiple institutional managers build and manage your portfolio of stocks and bonds.
- Compass— Own individual stocks and leave the decision making up to a research/equity strategist. Two equity and one equity/fixed income model
- Private Investment Management (PIM) — You and your advisor work as a team to establish your investment objectives and guidelines for the management of your portfolio.
- Pilot Plus — You are the pilot in this alternative to the “old brokerage account” model, for a single annual fee based on the size of your account Pilot Plus allows you to manage your own investments leaving you in full control of your portfolio.
- Custom Choice — You and your advisor work together within a mutual fund program to create a custom-tailored allocation for your personal portfolio choosing from over 3,600 no-load, load-waived and institutional share class funds.
- Asset Advisor — This comprehensive investment advisory program includes advisory services and custodial/transaction costs in a single asset-based fee. While you ultimately make the specific investment decisions pertaining to your account, your Financial Advisor is there along the way to provide sound advice based on objective research as well as profiling, asset allocation, investment selection, ongoing monitoring and rebalancing.
- ETF Advantage (Exchange Traded Funds) — This program combines every aspect of MICG Investment Management’s independent investment advice and Wachovia Securities research excellence, into an efficient and dynamic asset allocation solution using exchanged traded funds/index shares to match your investment needs and risk tolerance.
Please contact your MICG Wealth Advisor for more information on any of these programs and for assistance in determining an appropriate strategy for helping you achieve your financial goals at info@micgwealth.com.
Contact Us
Ready to get started? Have specific questions for our team?
Please Contact Us
UPCOMING EVENTS
Don't miss out on these seminars to learn more about preserving your wealth
